ESOP · DOL Form 5500 · 2023

Westbrook Sales and Distributing Corporation ESOP

Data updated 2026-08-25

$22M
Total assets Small plan by assets
N/A
Participants Small participant base
74th
Percentile by assets National rank
PlainRetire home → About this data RSS: change history

Official DOL plan name: Westbrook Sales and Distributing Corporation Employee Stock Ownership Plan · Sponsored by Westbrook Sales and Distributing Corporation · Texas · Manufacturing

$22M in assets, N/A participants

Westbrook Sales and Distributing Corporation's Westbrook Sales and Distributing Corporation Employee Stock Ownership Plan reported $22M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 74th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #12,138 in Manufacturing (18,722 peers)

Westbrook Sales and Distributing Corporation multi-year trail

Westbrook Sales and Distributing Corporation's plans moved -18.7% in assets from 2022 to 2024; this filing shows Westbrook Sales and Distributing Corporation Employee Stock Ownership Plan at $22M / N/A participants.

#12,138
in Manufacturing (18,722 peers)
-80.1%
assets change YoY

The plan reported a net loss of $89M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Westbrook Sales and Distributing Corporation Employee Stock Ownership Plan's outsized position by total assets

Westbrook Sales and Distributing Corporation Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$22,120,505 Top 26% higher than 74% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

DOL schedule card

Filing strip 741712129 · Westbrook Sales and Distributing Corporation PY 2023 · ESOP

Westbrook Sales and Distributing Corporation Employee Stock Ownership Plan · $22M · N/A · 74th

  • PART $22M
  • PART N/A
  • PART 74th
  • PART ESOP
  • PART near Rycon Holdings Inc Employee Stock Ownership Plan and Trust
  • PART ind #12138

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Texas →

Westbrook Sales and Distributing Corporation Employee Stock Ownership Plan in the asset neighbourhood

Kesslers Diamond Center Inc. Employee Stock Ownership PlanKesslers Diamond Center Inc.…$22MCortrust Bank Employee Stock Ownership Plan and TrustCortrust Bank Employee Stock…$22MWestbrook Sales and Distributing Corporation Employee Stock Ownership PlanWestbrook Sales and Distribu…$22MRycon Holdings Inc Employee Stock Ownership Plan and TrustRycon Holdings Inc Employee …$22MAmerican Flexible Products, Inc. Employee Stock Ownership Plan and TrustAmerican Flexible Products, …$22M
End-of-year total assets ($M) among Westbrook Sales and Distributing Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Westbrook Sales and Distributing Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Westbrook Sales and Distributing Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$5M 18.748263852816276% vs 2022
2024 filing year
$0M$20M$40M$60M 202220232024 $6.26M $5.08M ▼ -18.8%
Year Plans Participants Total Assets
2022 1 139 $6M
2023 2 150 $39M
2024 2 165 $5M

Westbrook Sales and Distributing Corporation filing trail (2023)

Total Assets (Beginning of Year)$111M
Net Assets (End of Year)$22M
Net Income-$89M
Employer EIN741712129
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

Peer ESOP plans, same state, same plan type, ranked by total assets.

Westbrook Sales and Distributing Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -50510152025 Total assets ($B) Participants Westbrook Sales and Distributing Corporation Employee Stock Ownership Plan, Total assets ($B): 0.022120505 · Participants: 0Westbrook Sales and Distributing Corporation Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
Westbrook Sales and Distributing Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Westbrook Sales and Distributing Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

Westbrook Sales and Distributing Corporation Employee Stock Ownership Plan's closest out-of-state ESOP peers by assets

Outside Texas, the nearest ESOP by end-of-year assets is Rycon Holdings Inc Employee Stock Ownership Plan and Trust in PA at $22M (this filing: $22M).

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Westbrook Sales and Distributing Corporation Employee Stock Ownership Plan assets move in 2023? ▼
Westbrook Sales and Distributing Corporation Employee Stock Ownership Plan contracted severely - down 80.1% during 2023, from $111M to $22M. Reported net income was -$89M.
How have Westbrook Sales and Distributing Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westbrook Sales and Distributing Corporation's sponsor-wide assets declined 18.7%, from $6M to $5M.
Which ESOP plans are similar in size to Westbrook Sales and Distributing Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Rycon Holdings Inc Employee Stock Ownership Plan and Trust in PA ($22M, 441 participants).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 741712129.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.